We are proud to unveil Ava, AdviserLogic Virtual Assistant.

Ava is a cutting-edge chatbot designed to redefine your support experience with AdviserLogic.

Ava represents a significant leap forward in how you interact with us and your software, bringing instant, intelligent, and tailored assistance directly to your fingertips, whenever you need support.

After thorough internal testing and a highly successful BETA trial, we are delighted to extend Ava’s capabilities for you to leverage.

At Morningstar our mission is to empower Investor Success; Ava is designed to save you time and drive efficiencies in your practice so that you can spend more time with your clients. This aligns perfectly with our mission.

Ava symbolises our first step in leveraging AI technology to support your needs, and we can’t wait for you to experience everything she has to offer.

Ava is AdviserLogic’s latest innovation—a digital virtual assistant powered by advanced natural language processing and machine learning technologies. Developed to streamline user support, Ava is equipped to answer your AdviserLogic support queries instantly, provide guidance, and offer step-by-step instructions for key AdviserLogic functionalities, helping you make the most out of AdviserLogic without interrupting your workflow.

At AdviserLogic, we understand the fast-paced environment in which you operate. Time is critical, and access to information is essential. Ava ensures you get answers quickly and efficiently 24/7, reducing reliance on traditional support channels and enabling you to focus on what matters most: delivering exceptional financial advice.

Getting started with Ava is easy. When you log in to your AdviserLogic account, select the support button, pictured with a headset, from the top right menu.

The Chat Window will open, and you can ask your question by selecting Ask a Question

Ava is fully integrated into the AdviserLogic platform, ensuring you can access support directly from your workspace without the need for additional installations or applications.

Asking Ava questions is simple and convenient.

Just select the Ask a Question tile from the Home or Messages section, and type in your query. Ava will search through all our existing content to find the best answer for you. While the response time depends on the complexity of your question, Ava will typically provide an answer within seconds.

You can also ask follow-up questions, or even completely unrelated ones, within the same conversation, making it easy to explore multiple topics quickly.

Once Ava has provided you with a correct answer, select That answered my question. This lets Ava know that the information was correct and will help her improve her responses in the future.

Your feedback and continued use of Ava play a vital role in making her smarter and more effective every day. Don’t forget to rate her performance using the simple emoji CSAT feature at the end of each conversation.

Just select an emoji that reflects your experience, add a comment and submit—it’s quick and easy! Your input not only helps us improve Ava but also enhances the team’s ability to support you better.

Thank you for helping us make Ava the best she can be!

Not only do you benefit from 24/7 Availability, Ava delivers clear, step-by-step instructions in plain language. Ava is always online, ready to provide support at a time that suits your needs.

Ava learns and adapts over time, ensuring responses become more relevant and precise with continued use.

We have also added a few features to the Chat window to make your life easier.

The Messenger is divided into five sections, allowing you to start and manage conversations, view AdviserLogic updates, track support tickets and access the Help Centre.

The Home screen is the default screen you see when opening the support window. You can navigate back to home from other sections by selecting the Home Icon located at the bottom of the messenger window.

Scrolling down the Home screen also allows you to access additional options to make your life easier.

Select Recent message to return to your latest conversation with Ava or our Support team. Select Recent ticket to open your latest support ticket and review its progress. To begin a new conversation, select Ask a question.

Beneath your recent activity and the ask a querstion segment, you will find our latest News, Whats New and our most Current Release.

Further down you will find our Contact Details and Privacy Policy.

Keep scrolling to register for upcoming webinars or access Morningstar AdviserLogic Academy - to enrol in video courses or view previous webinars - directly from the chat window.

We have also made it easier to book a meeting directly into your CSM’s calendar from the chat window!

Just scroll down to the bottom of the Home section in your chat window, and select the Find a time link to book time directly into your Customer Success Managers calendar.

Practice Champions and Principals have an additional Menu allowing them to raise Administrative tickets directly with our team.

We have removed the help centre button from the home screen.

You can still access it by scrolling to the bottom of the home screen.

You now have three options to access help content directly:

Select the Messages tab from the navigation bar at the bottom of the Messenger. This area contains your tickets or conversations with Ava and our Support team, as well as any in-app messages sent to you.

Select a conversation to reopen it, review previous responses or continue the discussion. Messages are now saved by subject and date, making it easier to scan.

The Messages section also stores in-app messages you have previously closed, allowing you to revisit important updates at any time. A notification badge may appear when new activity is available.

Select the News tab, represented by the megaphone icon, to view AdviserLogic product announcements and other important updates.

Select a news item to open and read it directly within the Messenger, allowing you to stay informed without leaving AdviserLogic. Any related content or links can also be accessed from the article.

News items remain available in this section after they no longer appear on the Home screen. This allows you to catch up on announcements you may have missed or revisit previous updates at any time.

You can open the content without leaving AdviserLogic. Interacting with the news will open within the chat window, along with any subsequent links. Allowing you to stay up to date with our improvements - without interrupting your workflow.

To open the article in the help centre, scroll to the bottom of the article and select Open in Help Centre.

If you are completing AdviserLogic onboarding or another guided process, you may see the Tasks tab in the Messenger this tab is symbolised by a tick icon.

The Tasks section contains checklists that help you work through required activities in the correct order and keep track of your progress.

Select a checklist to view the tasks included in it.

As you complete each task, the progress indicator and completion status will update, making it easy to see what you have finished and what still requires attention.

Completed checklists remain available in the Tasks section for future reference.

Select the ticket-shaped Tickets tab from the navigation bar at the bottom of the Messenger. The Tickets tab provides a dedicated place to review support tickets associated with your login.

Select a ticket to view its details, current status, and recent activity. You can also open your latest ticket directly from the Recent ticket card on the Home screen.

Updates connected to a ticket may also appear in Messages, so review both areas when following an active support request.

From the Home screen, scroll down and select the Help Centre link within the body of the Messenger. This provides quick access to AdviserLogic guidance while you are working and replaces the previous Knowledge Centre link.

Selecting the link opens the Help Centre within the Messenger, allowing you to search for support content without leaving AdviserLogic.

Select the Help Centre tab, represented by the question mark icon in the navigation bar at the bottom of the Messenger.

Enter a feature, task or question in the search field. You can also browse the available categories to find guidance relating to different areas of AdviserLogic.

Select an article to read it directly within the Messenger. This allows you to follow the instructions while continuing to work in AdviserLogic. Use the Messenger navigation to return to your search results or another section at any time.

You can also open the full AdviserLogic Help Centre in your web browser at help.adviserlogic.com. The full Help Centre contains the same support articles available through the Messenger, with additional space to browse categories, review related articles and move between resources.

The Help Centre is organised into sections based on the main processes you complete in AdviserLogic. These include Getting Started, Practice Setup and Management, Client Service, Setup and Management, Advice, Compliance, and Support and Billing.

Select the section that best matches what you are trying to do to browse the relevant guidance. This allows you to find articles by workflow or task, even when you do not know the exact name of the AdviserLogic feature you need.

You can also use the search field at the top of the Help Centre to search for a specific feature, task or question.

The full Help Centre is useful when you want to bookmark an article, share it with someone, or view guidance outside AdviserLogic.

You can easily rate the articles you access by clicking the emoji beneath each article. This feedback helps us improve the quality and relevance of the content that feeds Ava, ensuring she continues to deliver accurate and helpful answers.

Of course, you can always ask Ava – she is faster and will surface the content as well as an articulate summary of the content. We have also added a link to the AdviserLogic Login page, in case you can't get into your account.

The launch of Ava is the beginning of a transformative journey.

AdviserLogic envisions a future where AI is integrated into your product, empowering you to focus on what you do best, providing exceptional advice.

Ava was our first step on this journey, but we have been busy developing a space just for this with Morningstar Evolve.

Innovation is more than technology; it’s about empowering people.